Increase your QUALIFIED LEADS in this trusted peer-to-peer network.
Evolve to Thrive
Trust is the new currency.
As “digital and AI everywhere” grows exponentially, community will become increasingly important.
Built on the principles of Napoleon Hill’s Mastermind, the C-SUITE NETWORK™ Finance Council enables:
Shared Knowledge: A space to exchange insights, strategies, and best practices that drive growth.
Focused Collaboration: Strategic partnerships that create innovative solutions and open new markets.
Mutual Advancement: A community that supports members in achieving individual and collective goals.
Benefits
Joining the C-SUITE NETWORK™ Finance Council offers members unparalleled opportunities for growth, segmented into three core benefit areas:
Networking & Referrals
Exclusive Connections: Gain access to an elite community of professionals across industries, including finance, consulting, valuations, estate planning, banking, real estate and beyond.
Personal Introductions: Leveraging C-SUITE NETWORK™'s extensive ecosystem, members receive personalized introductions to high-value contacts.
Referral Opportunities: Build partnerships and generate new revenue streams through structured referral networks and collaborative events like mixers and mastermind meetings.
Syndicated SEO and Digital Marketing
Maximized Marketing Impact: Members pool resources to achieve enhanced visibility through syndicated SEO and paid digital advertising campaigns.
Leveraged Campaigns: Benefit from C-SUITE NETWORK™'S extensive digital distribution channels, including newsletters, bespoke introductions, social media, and high-traffic online platforms.
Global Reach: Tap into the C-SUITE NETWORK™ domain authority and audience base, amplifying the impact of individual and collective marketing efforts.
Enhanced Personal and Business Brand
Boosted Authority: Strengthen your professional reputation through association with the globally recognized C-SUITE NETWORK™ brand.
Domain Authority: Position your business at the forefront of your industry by aligning with a trusted and respected network.
Celebrity and Thought Leadership: Access tools like “Brand of You” to elevate your visibility through media appearances, podcast interviews, and strategic publishing opportunities.
New Opportunities
The C-SUITE NETWORK™ Finance Council can put you on the inside track to being the first provider to gain entrance to contracts to grow your business where access means everything in an increasingly digital world.
Learn what to navigate, seize new opportunities, and protect what’s already in place. Not only for you, but for your clients as well, as funding reallocations, compliance updates, and emerging financial trends will impact everyone’s business.
Syndicated Marketing
10X Your Marketing Investment
Instead of spending marketing dollars alone, members of the C-SUITE NETWORK™ Finance Council can pool their budgets for greater reach, better ROI, and more qualified leads.
Through AI-powered ad syndication and high-authority digital platforms, your marketing dollars go further— delivering the impact of a $50,000+ campaign at a fraction of the cost.
More Leads, Less Cost – Get premium exposure without breaking the bank
AI-Driven Targeting – Reach the right financial decision-makers effortlessly
Leverage C-Suite Authority – Gain credibility and visibility on trusted platforms
Always-On Growth – Automated campaigns that scale as you do
Join the network. Multiply your results.
What Would You Gain?
By joining the C-SUITE NETWORK™ Finance Council members gain:
Unmatched Networking: Access to a trusted ecosystem of top-tier professionals and thought leaders.
Actionable Insights: Cutting-edge strategies and solutions tailored to today’s challenges.
Strategic Opportunities: Connections and collaborations that enhance business outcomes and personal growth.
Monthly Meetings
The C-SUITE NETWORK™ Finance Council meets twice monthly to intentionally exchange qualified leads with your peers who are servicing the same targets you deal with.
By connecting members with complementary expertise, this community creates an environment where innovative ideas flourish and success multiplies.
Be Among the First
Take advantage of our charter member pricing schedule.
And co-create what this community is designed to do and
become!
(Future memberships will be double or triple the charter membership rates.)
Charter Partner
$3,500
Hero Club or Thought Council Members
$2,500
Meet Our Council Co-Chairs
CJ Davidson
CEO/Founder, Proxy Financial, Council Co-Chair
Tricia Benn
CEO, C-SUITE NETWORK™, Council Co-Chair
Featured Founding Partner
CJ Davidson
As the founder and CEO of Proxy Financial, CJ Davidson is on a mission to revolutionize the financial services industry by improving the client experience and creating a professional culture that values and respects ethical financial advisors. One of the core principles driving CJ’s mission is his dedication to teaching Financial Professionals how to create the best possible environment for their businesses and clients alike.
CJ’s focus on wealth protection also extends beyond individual clients to financial advisors and small business owners. Recognizing their role as trusted advisors, CJ understands the importance of equipping them with the expertise and tools needed to guide their clients in securing and growing their wealth. Through collaboration and strategic partnerships, Proxy Financial supports financial advisors and small business owners by providing them with innovative solutions and resources that enhance their ability to serve their clients effectively.
Furthermore, CJ Davidson is keenly aware of the power of media and content creators in shaping financial narratives and influencing public perception. To this end, Proxy Financial actively collaborates with media professionals and content creators to foster accurate and reliable financial information dissemination. By promoting financial literacy and responsible practices through various media channels, CJ aims to empower individuals to protect and grow their client’s wealth in an informed manner.
In summary, CJ Davidson’s commitment to helping Proxy’s partners protect and grow their wealth is at the heart of his role as the founder and CEO of Proxy Financial. By providing cutting-edge tools and resources, Proxy Financial empowers individuals, financial advisors, and small business owners to make informed financial decisions. Collaborating with media professionals and content creators, CJ ensures that accurate and reliable financial information reaches a wide audience. Proxy Financial’s inclusive ecosystem fosters knowledge sharing and collaboration, enabling individuals from diverse backgrounds to achieve financial security. This is the Proxy way.
Meet Our Founding Partners
David Girault
Principal/Co-Founder, Buy and Build Advisors
Nelson Griswold
Founder/ Chairman, NextGen Benefits Network
Randy Tate
CEO & Co-Founder, iFlip
Stephen Hall
CEO, Oaktree Summit
Bruce Tuomala
Principal, Sisu Group
Scott Arden
CEO, Controllers, Ltd.
Sarah Young
CEO/Co-Founder, Premier Business Services
Dennis Blitz
President, IRA Club
Ramez Fakhoury
Vice President, IRA Club
Bruce Kennedy
Founder & CEO, Weightless Financial
Lauren Cohen
Founder, Investing Across Borders
Find Out More About the Council. Schedule Your Discovery Call Today.
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
Copyright 2026. C-Suite Network™. All Rights Reserved.
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